Do everything in one place

Customize your Deal Cloud and MongoDB Atlas integration with the following triggers and actions.

Triggers

When this happens…

Deal Cloud
  • New/updated record (Batch)
    New or updated record in DealCloud (Batch)
  • Any other trigger you can think up

Actions

Do this…

Deal Cloud
  • Search records (Advanced)
    Search records (Advanced) in DealCloud
  • Create record
    Create record in DealCloud
  • Create record (Bulk)
    Create record in DealCloud (Bulk)
  • Custom action
    Custom action in DealCloud
  • Delete record
    Delete record in DealCloud
  • Get record details by ID
    Get record details by ID in DealCloud
  • Search records
    Search records in DealCloud
  • Update record
    Update record in DealCloud
  • Update record (Bulk)
    Update record in DealCloud (Bulk)
  • Any other action you can think up

MongoDB Atlas
  • Delete documents
    Delete documents from a collection in MongoDB Atlas
  • Insert documents Batch
    Insert documents into a collection in MongoDB Atlas
  • Replicate documents
    Replicate documents into a collection in MongoDB Atlas
  • Search documents Batch
    Search documents from a collection in MongoDB Atlas
  • Update documents Batch
    Update documents in a collection in MongoDB Atlas
  • Any other action you can think up

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